← All themes Electrification & Grid

Energy Storage

Energy storage smooths the mismatch between intermittent generation and demand, and increasingly earns money on grid services rather than on arbitrage alone. Falling cell costs keep widening the set of viable projects.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	HAM HHR Asset Management Berkeley Heights, New Jersey	$75.6M	+$14.5M	1	4.36%	Increased
52	Pictet Asset Management (UK) London, United Kingdom	$72.7M	+$37.2M	2	0.15%	Increased
53	California Public Employees Retirement System Sacramento, California	$71.7M	-$4.76M	5	0.09%	Reduced
54	BNP Paribas Financial Markets Paris, France	$70.9M	-$32.7M	5	0.1%	Reduced
55	Credit Suisse Zurich, Switzerland	$66.1M	-$96.3M	3	0.06%	Reduced
56	Teachers Advisors New York	$64.4M	-$42M	4	0.08%	Reduced
57	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$63.7M	-$46.5K	3	0.12%	Reduced
58	Fidelity International Hamilton, Bermuda	$59.8M	+$63.4M	1	0.09%	Increased
59	Asset Management One Tokyo, Japan	$58M	-$748K	1	0.12%	Reduced
60	Prudential Financial Newark, New Jersey	$55.4M	-$1.36M	2	0.08%	Reduced
61	Nikko Asset Management Americas New York	$54.6M	+$20.8M	1	1.52%	Increased
62	LPC Lion Point Capital New York	$53.7M	+$24.1M	1	5.05%	Increased
63	WM WS Management Jacksonville, Florida	$50.3M	+$53.1M	1	1.65%	Increased
64	NIMC NWQ Investment Management Company Los Angeles, California	$49.9M	-$3.14M	1	0.99%	Reduced
65	State Board of Administration of Florida Retirement System Tallahassee, Florida	$49.7M	-$256K	2	0.13%	Reduced
66	USAA United Services Automobile Association San Antonio, Texas	$48.9M	-$5.18M	2	0.12%	Reduced
67	Glenmede Trust Philadelphia, Pennsylvania	$48.8M	-$1.25M	3	0.2%	Reduced
68	Nomura Holdings Tokyo, Japan	$46.6M	-$4.29M	1	0.16%	Reduced
69	Parametric Portfolio Associates Seattle, Washington	$46.5M	+$2.15M	4	0.04%	Increased
70	Frontier Capital Management Boston, Massachusetts	$45.9M	+$8.11M	1	0.3%	Increased
71	Jane Street New York	$45.8M	-$60.2M	4	0.09%	Reduced
72	APG Asset Management Amsterdam, Netherlands	$44.8M	$0	1	0.08%	Maintained
73	Wolverine Trading Chicago, Illinois	$43.6M	+$50.7M	2	0.1%	Increased
74	Jasper Ridge Partners Menlo Park, California	$42.7M	$0	1	2.34%	Maintained
75	RhumbLine Advisers Boston, Massachusetts	$40.7M	-$731K	3	0.08%	Reduced